Tata CRISIL IBX Gilt Index - April 2026 Index Fund(IDCW)

Ticker: mf16087
Decent 72/100

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Business Overview

The Tata CRISIL IBX Gilt Index Fund is a unique investment vehicle designed for those looking to invest in government securities with a focus on stability and long-term growth. Ideal for conservative investors and those seeking regular income, this fund tracks the CRISIL IBX Gilt Index, ensuring a diversified exposure to high-quality bonds. It matters because it offers a safe haven during market volatility while providing potential for capital appreciation.

  • Invests in government securities for safety
  • Ideal for conservative investors
  • Tracks a reputable index for transparency
  • Provides potential for capital appreciation
  • Offers regular income through IDCW option
  • Helps in portfolio diversification

Opportunity vs Risk

Opportunities
  • Stable returns from government bonds
  • Low correlation with equity markets
  • Suitable for conservative investors
  • Tax benefits on long-term investments
Risks ⚠️
  • Interest rate fluctuations impact returns
  • Inflation may erode purchasing power
  • Limited growth compared to equities
  • Market liquidity risks for fund
📊 Stock Investment Checklist (100 Points)
Tata CRISIL IBX Gilt Index - April 2026 Index Fund(IDCW) • Updated: 2025-10-01 21:55:29
  • 10
    Business
    High
    The fund is focused on government securities, which are generally considered stable and future-ready.
  • 10
    Growth
    High
    Consistent growth in the underlying assets, but limited by the nature of fixed-income securities.
  • 10
    Profitability
    High
    Returns are stable but lower compared to equity investments; cash flow is predictable.
  • 8
    Valuation
    High
    Valuation metrics are not applicable in the same way as equities, but yields are competitive.
  • 10
    Balance
    High
    Strong balance sheet with low debt levels typical for government securities.
  • 9
    Governance
    High
    High standards of governance associated with government-backed securities.
  • 5
    Drivers
    Good
    Limited growth drivers; primarily influenced by interest rate movements.
  • 5
    Technicals
    Good
    Market sentiment is stable, but technicals show limited momentum.
Final Score & Verdict
Score 72 / 100 • Decent
The Tata CRISIL IBX Gilt Index Fund is a decent investment for conservative investors seeking stability and predictable returns, but it lacks significant growth potential.